Transportadora de Gas del Sur S.A (TGSU2) Fair Value & Analysis
Energy · AR · Market cap 7.2T ARS
Fair value as of: Jul 5, 2026
From 24 valuation models · updated 36 days ago
Fair value updated Jul 5, 2026, revised from 16,199 ARS to 7,479 ARS (−53.8%) since Jun 24, 2026. Share price +4.9% over the past month.
A solid business, but screening 22% overvalued on our models.
What matters now
- Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (5,610 ARS to 14,473 ARS) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 5, 2026.
How to read this chart
60‑month range 128.25 ARS – 10,320 ARS · fair‑value band 5,610 ARS – 14,473 ARS · the 9,550 ARS price screens above the 7,479 ARS fair value. Dashed = 300-day average. As of Jul 5, 2026.
Analysis
Transportadora de Gas del Sur S.A (TGSU2) currently trades at 9,550 ARS, while our model-based Fair Value estimate is 7,479 ARS, implying the stock looks roughly 21.7% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Transportadora de Gas del Sur S.A generated revenue of 1.8T ARS at a net margin of 24.7%. Revenue grew 13.2% year over year. It earns a return on equity of 14.3%. Net debt stands at 688B ARS. Fundamentals as of Jul 5, 2026
Our scenario range runs from 5,610 ARS (bear case) to 14,473 ARS (bull case); at 9,550 ARS, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 11% below its 52-week high and 62% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -11% fair-value upside, at -22%, TGSU2 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings (22,934 ARS) versus Asset-Based (2,784 ARS). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Transportadora de Gas del Sur S.A. engages in transportation of natural gas, and production and commercialization of natural gas liquids in Argentina and internationally. The company operates through four segments: Natural Gas Transportation Services; Liquids Production and Commercialization; Midstream; and Telecommunications.
Full company description
Transportadora de Gas del Sur S.A. engages in transportation of natural gas, and production and commercialization of natural gas liquids in Argentina and internationally. The company operates through four segments: Natural Gas Transportation Services; Liquids Production and Commercialization; Midstream; and Telecommunications. The Natural Gas Transportation segment transports natural gas through pipeline system to distribution companies, power plants, and industrial customers. It provides operation and maintenance services for the natural gas transportation facilities. The Liquids Production and Commercialization segment produces and commercializes natural gas liquids, such as ethane, liquid petroleum gas, natural gasoline, propane, and butane. This segment offers certain related services comprising reception, storage, and dispatch of the liquids. The Midstream segment provides natural gas conditioning services; treatment, removal of impurities and natural gas compression, including the collection and transport of natural gas; and inspection and maintenance of pipelines and compressor plants services. In addition, this segment offers steam generation for electricity production and management services for expansion works and steam generation for the production of electricity. The Telecommunications segment offers data transmission services through a network of digital terrestrial radio relay. It serves residential, commercial, industrial, and electric power generation end users. The company was incorporated in 1992 and is headquartered in Buenos Aires, Argentina. Transportadora de Gas del Sur S.A. operates as a subsidiary of Compañía de Inversiones de Energía S.A.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Transportadora de Gas del Sur S.A reported revenue of 1.7T ARS in FY2025 versus 89.0B ARS in FY2021, a compound +109.3%/yr. Reported net income was 421B ARS in FY2025, compounding +111.8%/yr from FY2021.
TGSU2 screens 22% overvalued. Compare with Saudi Arabian Oil Company →
Peer Group
Oil & Gas Integrated · 54 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Oil & Gas Integrated median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Oil & Gas Integrated stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Saudi Arabian Oil Company 2222 | 26.72 SAR | 20.14 SAR | -25% |
| Exxon Mobil Corporation XOM | $144.51 | $90.37 | -37% |
| Chevron Corporation CHEV | C$22.88 | C$7.97 | -65% |
| PetroChina Company 601857 | ¥10.29 | ¥16.51 | +60% |
| Shell plc SHELL | €38.04 | €46.09 | +21% |
| TotalEnergies SE TTE | C$13.80 | C$7.92 | -43% |
| Petróleo Brasileiro S.A PETR3 | 12,540 ARS | 30,914 ARS | +147% |
| BP p.l.c., an integrated energy company, BP | $40.83 | $12.71 | -69% |
| China Petroleum & Chemical Corporation 600028 | ¥5.03 | ¥4.46 | -11% |
| Equinor ASA EQNR | $36.19 | $34.53 | -5% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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